Montgomery Financial Services »

Ishares Tr rus200 val idx shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr rus200 val idx by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $14M 132k 105.16

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Ishares Tr rus200 val idx

Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Lido Advisors
LPL Financial
Clark Capital Management Group
First Citizens Asset Management
Bryn Mawr Trust
Richard P Slaughter Associates
Bp Wealth Management
Tiaa Trust, National Association
Ameriprise Financial
UBS Group

View all funds holding Ishares Tr rus200 val idx